i'm worried about retail guiding down because of obama care because don't forget, they have to start -- >> wait a minute. that's a headline in and of itself, at least in terms of what we talk about on this show. you've been a backer of macy's for a long time. >> right. >> you have believed in the story that lundgren, the ceo, has been telling us. now you're out. you're making a bigger statement here about where you think the consumer sits and where the market could go? >> i didn't quite slip that in, did i? i think that macy's is still a cheap stock. however, i'm worried about the consumer space. i'm worried about the consumer a little bit in terms of the money that's going in there, the expectations. and macy's already told us what they're going to earn. >> blame my memory later. joe? >> i don't think you could paint retail with a broad brush. i think momentum in each individual stock is important. next wednesday, very important for me. i'm looking to buy limited brands on a capitulation. >>> coming up, aig beat es and becomes the new favorite stock of hedge funds. but not all of ou